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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: Mark19   😊 😞
Number: of 22989 
Subject: Re: What Did You Buy Today?
Date: 04/08/25 8:17 PM
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No. of Recommendations: 1
I own scv, for diversification, and Morningstar only goes back 15 years. DFSVX 8.42%, SPY 12.19%.

Since 1926,

Small-Cap Value ret. ~13.4% std.~27%
S&P 500 (Large-Cap Blend) ret. ~10.1% std.~19%

Maybe the factor was still working in the 90s, but 15 years is a long time to underperform by almost 4% CAGR.

I thought I had figured out the key to investing when I read about the SCV effect.




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This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
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